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Invesco Trust for Investment Grade Municipals Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 800 | $8,448 | $8,480 | $32 | 0.38% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 669,430 | $6.87M | $7.09M | $223,442.97 | 3.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 98,926 | $986,608.7 | $1.05M | $62,996.16 | 6.39% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 42,637 | $427,244.07 | $451,952.2 | $24,708.13 | 5.78% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.25M | $12.69M | $13.2M | $503,912.03 | 3.97% |
 Joseph Castro Nuveen LLC | 18,694 | $186,192 | $198,062.93 | $11,870.93 | 6.38% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 22,143 | $267,652.73 | $234,605.08 | -$33,047.65 | -12.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 292 | $2,879.12 | $3,099.58 | $220.46 | 7.66% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 231,002 | $2.81M | $2.44M | -$369,863.14 | -13.14% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 10,948 | $104,101.38 | $116,158.28 | $12,056.9 | 11.58% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 13,500 | $142,155 | $143,370 | $1,215 | 0.85% |
| MS Michael Schneck Gridiron Partners LLC | 129,726 | $1.31M | $1.38M | $64,863 | 4.94% |
| LWL Leo Wealth LLC Leo Wealth LLC | 319,284 | $3.2M | $3.37M | $176,940.56 | 5.53% |
 Michael Byun SageView Advisory Group LLC | 1,394 | $14,456 | $14,706.7 | $250.7 | 1.73% |
 Jim Clark Worth Asset Management LLC | 50,005 | $520,552.05 | $527,552.75 | $7,000.7 | 1.34% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 37,360 | $375,468 | $393,774.4 | $18,306.4 | 4.88% |
 Eugene Donato KENNEDY INVESTMENT GROUP | 10,619 | $106,684.95 | $111,393.31 | $4,708.36 | 4.41% |
 Courtney Holt Compound Planning, Inc. | 17,974 | $181,658.62 | $188,547.26 | $6,888.64 | 3.79% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 12,326 | $122,456.72 | $129,176.48 | $6,719.76 | 5.49% |
 Teresa Douberly Burford Brothers, Inc. | 46,421 | $447,677.41 | $486,956.29 | $39,278.88 | 8.77% |
